Eaton Vance Senior Floating-Rate Fund
EFR
87 hedge funds and large institutions have $89.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
6% more funds holding
Funds holding: 82 → 87 (+5)
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
2% more capital invested
Capital invested by funds: $88M → $89.6M (+$1.62M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.3% less ownership
Funds ownership: 25.66% → 25.36% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$921K |
| 2 |
Morgan Stanley
New York
|
+$763K |
| 3 |
Cohen & Steers
New York
|
+$445K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$421K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.5M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.37M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$661K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$517K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$464K |
EFR Hedge Fund Activity: Q3 2023 in Review
87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2023, worth a combined $89.6M — up 1.8% from $88M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EFR positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 23 trimmed.
The largest buyer was Financial Advocates Investment Management, adding an estimated $921K. The largest seller was Shaker Financial Services, cutting an estimated $1.5M.
- 87 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2023, up from 82 in Q2 2023.
- Funds reported $89.6M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2023, up 1.8% quarter-over-quarter.
- 11 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2023 and 5 closed out, a net change of +6 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2023 was Financial Advocates Investment Management, an estimated $921K added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2023 was Shaker Financial Services, an estimated $1.5M sold.
Based on aggregated 13F filings for Q3 2023.